1. Introduction
SFI Solution ("we", "our", or "us") is committed to protecting the privacy of our users. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you use our financial reconciliation platform at sfisolution.com.
2. Information We Collect
Personal Information
- Name and email address when you create an account
- Billing information and payment details processed securely through Stripe
- Company name and business details you provide
Financial Data
- Bank statements and transaction data you upload for reconciliation
- Ledger data from connected accounting software (Xero, QuickBooks)
- Payment data from connected payment processors (Plaid, Stripe)
Usage Data
- Log data including IP address, browser type, and access times
- Pages visited and features used within the platform
- Reconciliation history and results
3. How We Use Your Information
- To provide and maintain our reconciliation service
- To process your transactions and manage your subscription
- To communicate with you about your account, updates, and support
- To improve our platform and develop new features
- To comply with legal obligations and enforce our terms
4. Data Security
We implement industry-standard security measures to protect your data, including:
- 256-bit SSL/TLS encryption for all data in transit
- Fernet encryption for stored access tokens and sensitive credentials
- Secure cloud infrastructure hosted on AWS
- Regular security audits and vulnerability assessments
5. Data Retention
We retain your personal information for as long as your account is active or as needed to provide you services. Financial data uploaded for reconciliation is stored for the duration of your subscription. You may request deletion of your data at any time by contacting us.
6. Third-Party Services
We use the following third-party services to operate our platform:
- Stripe — Payment processing and subscription management
- Plaid — Secure bank account connections
- Xero & QuickBooks — Accounting software integrations
- AWS — Cloud hosting and infrastructure
Each third-party service has its own privacy policy governing the use of your information.
7. Your Rights
You have the right to:
- Access and receive a copy of your personal data
- Rectify any inaccurate personal information
- Request deletion of your personal data
- Object to or restrict processing of your data
- Data portability — receive your data in a structured format
- Withdraw consent at any time where processing is based on consent
8. Contact Us
If you have any questions about this Privacy Policy or wish to exercise your rights, please contact us at:
Email: sales@sfisolution.com